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iShares Core S&P Small-Cap ETF
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Overview Fund Activity

1,305 hedge funds and large institutions have $23.3B invested in iShares Core S&P Small-Cap ETF in 2018 Q4 according to their latest regulatory filings, with 207 funds opening new positions, 593 increasing their positions, 401 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,305
Holders Change
+88
Holders Change %
+7.23%
% of All Funds
29.12%
Holding in Top 10
234
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+4%
% of All Funds
5.22%
New
207
Increased
593
Reduced
401
Closed
107
Calls
$116M
Puts
$31.9M
Net Calls
+$84.3M
Net Calls Change
+$92.5M

Top Buyers

1
PPFA
Provida Pension Fund Administrator
Chile
$295M
2
State Street
State Street
Massachusetts
$214M
3
Bank of America
Bank of America
North Carolina
$2.09B
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$511M
5
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
$167M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
$0
2
CWM
Cornerstone Wealth Management
Missouri
$4.88M
3
CSIA
Charles Schwab Investment Advisory
California
$1.89M
4
HNB
Huntington National Bank
Ohio
$137M
5
Wells Fargo
Wells Fargo
California
$1.66B
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$2.09B +$142M +2,053,775 +7%
Wells Fargo
2
Wells Fargo
California
$1.66B -$76.4M -1,102,365 -4%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.21B +$77.8M +1,121,868 +7%
UBS Group
4
UBS Group
Switzerland
$1.19B +$11.6M +166,677 +1%
Morgan Stanley
5
Morgan Stanley
New York
$890M -$70.3M -1,014,093 -7%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$740M +$83.6M +1,205,932 +13%
Ameriprise
7
Ameriprise
Minnesota
$569M -$31.3M -450,592 -5%
BlackRock
8
BlackRock
New York
$537M -$12.2M -176,403 -2%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$511M +$132M +1,908,333 +35%
RJA
10
Raymond James & Associates
Florida
$445M +$3.93M +56,633 +0.9%
LPL Financial
11
LPL Financial
California
$418M -$60.1M -867,440 -13%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$367M +$5.47M +78,942 +2%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$360M +$17.1M +246,159 +5%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$357M -$9.04M -130,399 -2%
US Bancorp
15
US Bancorp
Minnesota
$345M +$28.8M +415,534 +9%
Northern Trust
16
Northern Trust
Illinois
$310M +$25.7M +371,455 +9%
Goldman Sachs
17
Goldman Sachs
New York
$299M +$53.7M +774,518 +22%
PPFA
18
Provida Pension Fund Administrator
Chile
$295M +$281M +4,073,500 +1,986%
KeyBank National Association
19
KeyBank National Association
Ohio
$257M +$1.05M +15,083 +0.4%
VA
20
Valmark Advisers
Ohio
$236M +$14.7M +212,576 +7%
Fifth Third Bancorp
21
Fifth Third Bancorp
Ohio
$232M +$12.1M +174,698 +5%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$228M +$54.9M +791,339 +32%
RFC
23
Regions Financial Corp
Alabama
$218M +$23.6M +339,741 +12%
State Street
24
State Street
Massachusetts
$214M +$214M +3,093,379 New
STMM
25
South Texas Money Management
Texas
$191M +$448K +6,457 +0.2%
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